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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Jenkintown | PA | 02/2025 | Present |
| Primerica Financial Services | Jenkintown | PA | 10/2024 | Present |
| Barbara Gisel Design, Ltd | Haverford | PA | 01/2022 | 11/2024 |
| Xplora Search Group Inc | Blue Bell | PA | 12/2021 | 12/2021 |
| Unemployed | Norristown | PA | 10/2021 | 11/2021 |
| Kreischer Miller | Horsham | PA | 10/2006 | 09/2021 |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. SW Accounting Services, LLC, not investment related, Owner/President (1099), book keeping, accounting projects, Norristown PA, 112024 to present, devoted 60 hours per month, 60 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-10 |
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